DuPont Decomposition

Why does JKCEMENT earn its ROE?

Breaking down Return on Equity into profitability, efficiency, and leverage.

ROE = Net Margin × Asset Turnover × Equity Multiplier

14.2% = 7.5% × 0.69 × 2.75

Latest: FY2025

Profitability

Net Margin

7.5%

4.0% →7.5%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.69x

0.21x →0.69x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.75x

2.83x →2.75x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 11.9 pp over 3 years. Driven by net margin improving (4.0% → 7.5%), asset turnover improving (0.21x → 0.69x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr4.0%0.212.832.4%
FY20240Cr0Cr7.1%0.212.764.1%
FY20250Cr0Cr7.5%0.692.7514.2%

How to read DuPont

  • Rising ROE from margin = pricing power, operational improvement (good)
  • Rising ROE from turnover = better asset utilization (good)
  • Rising ROE from leverage = more debt, amplified risk (caution)
  • Falling ROE across all three = structural deterioration (red flag)

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DuPont decomposition from audited annual financials. Factual analysis, not investment advice.